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Invesco India Medium Duration Fund - Regular - Growth

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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹173 Cr	₹2744 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	17 Jul 2021	25 Mar 2009
Category	Medium Duration	Medium Duration
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Medium Duration Debt Index B-III	CRISIL Medium Duration Fund CIII Index
Turn Over	40%	78%
Expense Ratio	1.15	1.56
Manager	Krishna Venkat Cheemalapati	Dhaval Joshi
ISIN Code	INF205KA1379	INF209K01603
Exits Load	Data not available./365	Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month	-0.03%	0.36%
6 Month	4.22%	5.04%
1 Year	7.81%	13.17%
3 Year	6.85%	9.39%
5 Year	-	12.25%

SIP Return Analysis

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	1.21%	2.03%
1 Year	7.22%	11.55%
3 Year	7.49%	10.7%
5 Year	-	12.05%

Rolling Lumpsum Returns

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	6.23%	9.37%
3 Year	5.39%	10.08%
5 Year	-	8.81%

Risk Management

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.49%	1.69%
Sharp	0.22%	1.53%
Beta	1.76%	1.17%
Alpha	-1.26%	1.55%

Fund Managers

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name	Krishna Venkat Cheemalapati	Dhaval Joshi
Total AUM	₹24743 Cr	₹361932 Cr
Funds Managed	19	55
	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Others	100	100

Sector Allocation

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Others	100	95.86
Real Estate	-	1.67
Financial Services	-	0.8
Industrials	-	1.16
Utilities	-	0.51

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